Archive for the ‘Lists’ Category

We just had another successful Client Appreciation Dinner for my husband’s Edward Jones office in Llano, Texas! The evening included an entire community hall full of people who dined well on a Mexican buffet and scrumptious desserts. Lots of great fellowship was shared and all attending heard how the market is going to get stronger in the coming months (it is, you know!).

In the 10 years Archie has been with Edward Jones, we have entertained lots of customers and put on lots of events! How does it all get done, done well, while sticking to a planned budget? I stress budget because truthfully, anyone can put on events with the myriad of options available in our world today, but doing it on a tight budget is a totally different thing.

The answer: Planning. Lists. Work, yes; but each time notes and lists are used, the work becomes easier! One tool I have found which I really love is ListPlanIt. As a proud Professional Member of ListPlanit, I have access to a plethora of planning lists! Check out the over 500 lists they have available:

As we work together on our next organizing project, let me know if you are in need of a list to help you. Whether you are planning your upcoming Holiday Meal or simply your family’s meal plan and grocery list, lists help save time AND money!